Aave與Polygon就跨鏈橋風險參數發生言語糾紛

近日，Aave Chan Initiative（ACI）創辦人Marc Zeller在Polygon上發起社區提案調整Aave V2和V3的風險參數

Recently, a community proposal initiated by Marc Zeller, founder of the Aave Chan Initiative (ACI), to adjust the risk parameters of Aave V2 and V3 on Polygon has attracted attention. The proposal explicitly "encourages migration from Polygon". As the application with the highest TVL on Polygon (DeFillama data shows that at the time of writing, Polygon's total TVL was approximately $1.21 billion, of which approximately $450 million was provided by Aave), Aave's move immediately triggered a verbal dispute between the Polygon team and the Aave team.

近日，由 Aave Chan Initiative（ACI）創始人 Marc Zeller 發起的一項調整 Polygon 上 Aave V2 和 V3 風險參數的社區提案引起關注。該提案明​​確「鼓勵從 Polygon 遷移」。作為 Polygon 上 TVL 最高的應用（Dellama 數據顯示，截至撰寫本文時，Polygon 的總 TVL 約為 12.1 億美元，其中約 4.5 億美元由 Aave 提供），Aave 此舉立即引發了 Polygon 團隊之間的言語糾紛和Aave 團隊。

Polygon co-founder Sandeep Nailwal accused Aave's leadership of "sour grapes," saying that "this behavior is extremely monopolistic and anti-competitive, and is not in line with the spirit of Web3." Aave founder Stani Kulechov responded that Polygon's behavior was actually "the bad guy complaining first." In the face of widespread opposition from users, they quickly spread rumors and "blamed" Aave's leadership.

Polygon 聯合創始人 Sandeep Nailwal 指責 Aave 的領導“酸葡萄”，並表示“這種行為極具壟斷性和反競爭性，不符合 Web3 的精神”。 Aave 創始人 Stani Kulechov 回應稱，Polygon 的行為實際上是「壞人先抱怨」。面對用戶的廣泛反對，他們迅速散佈謠言並「指責」Aave的領導。

So, what is the root cause of this sudden quarrel? The reason is that it all stems from a Pre-PIP improvement proposal released by the Polygon community.

那麼，這場突然的爭吵的根本原因是什麼？原因在於，這一切都源自於Polygon社群發布的Pre-PIP改善提案。

On December 12, Allez Labs drafted the proposal in collaboration with DeFi protocols Morpho and Yearn. The proposal states that there are currently about $1.3 billion in stablecoin reserves (DAI, USDC, and USDT) on the Polygon PoS cross-chain bridge that are idle, which is equivalent to about $70 million in annual revenue being wasted at the current benchmark lending rate. Therefore, the three proposed to deploy these stablecoin reserves into lending protocols with various yield strategies and launch a new ecological incentive program to expand the DeFi ecosystem of Polygon PoS and AggLayer.

12 月 12 日，Allez Labs 與 DeFi 協議 Morpho 和 Yearn 合作起草了該提案。該提案指出，目前 Polygon PoS 跨鏈橋上有約 13 億美元的穩定幣儲備（DAI、USDC 和 USDT）閒置，相當於當前基準貸款浪費了約 7,000 萬美元的年收入速度。因此，三人提議將這些穩定幣儲備部署到各種收益率策略的借貸協議中，並推出新的生態激勵計劃，以擴大PoS和AggLayer的DeFi生態系統。

Specifically, the proposal proposes to exchange DAI for Maker's sUSDS, and deposit USDC and USDT in Morpho Vaults to earn income. In addition, Allez Labs will act as a risk manager to conduct risk analysis on other possible Morpho Vaults. Yearn will act as the manager of the ecological incentive program, create a Polygon ecological Yearn Vault for each approved asset, and use the income obtained from the Morpho market and sUSDS strategy to reward the depositors of these Vaults.

具體來說，該提案建議將 DAI 兌換成 Maker 的 sUSDS，並將 USDC 和 USDT 存入 Morpho Vaults 中以獲得收入。此外，Allez Labs 將充當風險管理者，對其他可能的 Morpho Vault 進行風險分析。 Yearn 將充當生態激勵計劃的管理者，為每個核准的資產創建一個 Polygon 生態 Yearn Vault，並利用從 Morpho 市場和 sUSDS 策略獲得的收入來獎勵這些 Vault 的存款人。

At first glance, there seems to be nothing wrong with this proposal. But in the eyes of Aave's leadership, there are "huge risks" hidden under this proposal. On the surface, as reflected in the various examples cited by Marc Zeller of cross-chain bridge vulnerabilities that have caused losses to the DeFi ecosystem, this proposal poses a financial security risk to Aave. Secondly, as you can see, the initiators of the proposal are the three main beneficiaries of the proposal. As the number one application in the TVL in the Polygon ecosystem, Aave may feel "ignored" or "betrayed."

乍一看，這個提議似乎沒有什麼問題。但在艾夫領導階層看來，這項提議之下隱藏著「巨大風險」。從表面上看，正如 Marc Zeller 引用的各種跨鏈橋漏洞對 DeFi 生態系統造成損失的例子所反映的那樣，這項提案對 Aave 構成了金融安全風險。其次，正如你所看到的，提案的發起者是提案的三個主要受益者。作為 Polygon 生態系統中 TVL 排名第一的應用程序，Aave 可能會感到「被忽視」或「被背叛」。

In addition, Stani Kulechov pointed out in his response that the proposal was actually the result of a "secret collusion" between Polygon and the above three parties, and there are reports that Polygon has completed a huge token transaction as a result. Stani Kulechov said that Polygon users have expressed dissatisfaction with the proposal from the beginning, and the Polygon leadership only "hypocritically" said today that they do not support the proposal, but are just "making up excuses." In order to protect the security of user assets, Aave DAO proposed the "exit Polygon" proposal.

此外，Stani Kulechov在回應中指出，該提案實際上是Polygon與上述三方「秘密勾結」的結果，有報道稱Polygon因此完成了一筆巨額代幣交易。 Stani Kulechov表示，Polygon用戶從一開始就對該提案表示不滿，而Polygon領導層今天只是「虛偽地」表示不支持該提案，而只是「編造藉口」。為了保護用戶資產安全，Aave DAO 提出了「退出 Polygon」提案。

However, this proposal for "protecting user security" is "sour grapes" in the eyes of Polygon. In response to this matter, Polygon co-founder Sandeep Nailwal said that when this plan was first submitted for discussion, Aave leadership had lobbied hard to ensure that cross-chain funds were used for deployment in Aave. During the public request for proposals on the Polygon governance portal, Aave leadership also held several meetings and invited Polygon Labs leadership to various dinners and presentations to win the support of Polygon Labs and "select Aave" as a stakeholder in the cross-chain process. In addition, Aave also released relevant proposals, but it did not arouse widespread discussion in the Polygon community. In contrast, Morpho (Aave's main competitor)'s proposal received more support from community members.

不過，這項「保護用戶安全」的提議在Polygon看來是「酸葡萄心理學」。針對此事，Polygon 聯合創始人 Sandeep Nailwal 表示，在該計劃首次提交討論時，Aave 領導層曾大力遊說，以確保跨鏈資金用於在 Aave 部署。在Polygon治理入口網站公開徵集提案期間，Aave領導層也召開了多次會議，並邀請Polygon Labs領導參加各種晚宴和演講，以贏得Polygon Labs的支持並「選擇Aave」作為跨鏈流程的利益相關者。此外，Aave也發布了相關提案，但並未引起Polygon社群的廣泛討論。相比之下，Morpho（Aave 的主要競爭對手）的提案得到了更多社區成員的支持。

Nailwal said Aave's "disregard for the security measures that are in place is more like sour grapes. Ironically, this move will harm the users it claims to protect and undermine their access to a stable and thriving DeFi ecosystem. It is hypocritical to claim to care about user security while trying to destabilize the ecosystem that so many users rely on."

Nailwal 表示，Aave 「無視現有的安全措施，這更像是吃不到葡萄酸。諷刺的是，此舉將損害其聲稱保護的用戶，並破壞他們對穩定、繁榮的DeFi 生態系統的訪問。聲稱關心的做法是虛偽的。

In addition to the discussion on security, the quarrel between the two parties has also risen to attacks on their respective forms of governance. Marc Boiron, CEO of Polygon Labs, pointed out that Aave and its surrounding teams are "monopolies" and use dirty means to create fear. Boiron said that Marc Zeller sent him a private message yesterday

除了安全問題的討論之外，兩黨之間的爭吵還上升到了對各自治理形式的攻擊。 Polygon Labs 執行長 Marc Boiron 指出，Aave 及其周邊團隊是“壟斷者”，使用骯髒手段製造恐懼。布瓦龍說馬克·澤勒昨天給他發了一條私人訊息